Salesforce’snative reporting tools can’t create reports showing attachment counts per record because ContentDocumentLink is a junction object that’s not accessible in standard report types. You need custom SOQL queries to get this data.
Here’s how to build comprehensive attachment count reports that show exactly how many files are attached to each record.
CoefficientCreate attachment count reports using custom SOQL with
Salesforcestandard reports hit a wall with ContentDocumentLink data. But Coefficient’s custom SOQL capabilities let you write complex queries that native reporting simply can’t handle, giving you detailed attachment metrics for any object.
How to make it work
Step 1. Write your attachment count query.
In Coefficient, select “Custom SOQL Query” and enter this query to get attachment counts by record:
Step 2. Add filters for specific analysis.
Customize the WHERE clause to focus on specific date ranges, file types, or parent object criteria. You can filter by upload dates, file extensions, or any other ContentDocument properties.
Step 3. Schedule automatic refreshes.
Set up daily or weekly refreshes to maintain current attachment metrics. This gives you real-time visibility into which records have the most files and recent upload activity.
Step 4. Create advanced analytics.
Export the data to your spreadsheet for pivot tables, charts, and dashboards. You can analyze attachment trends, identify records needing documentation, and track file upload patterns over time.
Get attachment insights that native reports can’t provide
Start buildingCustom SOQL queries give you comprehensive attachment reporting with no row limits and advanced aggregation functions that standard Salesforce reports simply can’t match.your attachment count reports today.